Connect to a Client Manager

Updated: 2020-07-17

Before you can connect to a Client Manager server, the server must be set up on another computer in your office. Learn how to do this in the Set up a Client Manager server help topic.

  1. The first time you run the Client Manager (by searching or clicking on the Quick Searches sidebar) it looks for any available Client Manager servers in your office (learn more in the First-time Client Manager setup help topic). 
    Connect to a server from the Client Manager start
  2. If you don't see the available servers when you try searching and you are on the Start screen, click on Options in the blue bar on the left. Of you have a file open, go to the File menu, then click on Options. Then, on the left side of the dialog box, expand TaxCycle and select Client Manager. On the right, click the Discover servers on your network link.
    Connect to a Client Manager from Options
  3. Check Connect using the server's IP address, if required. This may be necessary if the Client Manager server is on a different Windows domain.
  4. Click the Connect button to connect to a server.

Where to save your files

Remember to save your into tax returns to whatever folder the server is monitoring (most likely on the same computer as the server you just connected to). If you save your returns to your local computer, they will not appear in the Client Manager. Set up your folder in Folder options.